When you first log in as an admin, your Dashboard shows a setup wizard to help you get started.
Important: Your authorised signatory must verify their identity and open your Spend Account first. Cards and deposits are locked until this is done.
Setup checklist
Your Dashboard displays four steps to complete. Each step has a button you can click directly from the checklist.
Tip: You can add users and create budgets while waiting for your Spend Account to open.
- Click Add user to invite your team and get them ready to spend.
- Select Add budget to set limits that control spend.
- Choose Add cards to issue physical and virtual cards instantly.
- This unlocks once your Spend Account is open.
- Navigate to Deposit funds to start spending with confidence.
- This unlocks once you’ve verified a bank account.
Note: The checklist stays on your Dashboard until all four steps are done. You can complete them in any order.
After setup
Once all steps are complete, the Dashboard switches to your live view showing your balances, recent transactions, pending approvals, and items needing attention.